+7.0%
PAYX vs WAB
+167.4%
-160.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.5% | +0.4% |
| 7D | -4.9% | +0.1% | -5.0% | -4.9% |
| 30D | -3.8% | -4.1% | +0.3% | -3.3% |
| 3M | +17.9% | +8.2% | +9.7% | +16.1% |
| 6M | +26.1% | +15.4% | +10.7% | +21.8% |
| YTD | +6.7% | +33.1% | -26.4% | -1.4% |
| 1Y | -10.7% | +48.1% | -58.8% | -20.2% |
| 3Y | +7.0% | +167.7% | -160.8% | -14.6% |
| All | +7.0% | +167.4% | -160.4% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling